International funds
Since the initial relaxation of exchange controls in 1997 we have offered our domestic clients access to investment opportunities in markets outside South Africa.
Our range of unit trusts, denominated in sterling and regulated in London, provides investors with access to financial markets worldwide. Through investing in these funds individuals have the opportunity to hedge their currency risk. Exposure is also gained to a whole new range of international companies, industries and economies.
In South Africa we offer six equity trusts and one money market fund. These unit trusts offer investors access to all the major world financial markets. They give investors the option to hedge currency exposure and benefit from rand-cost averaging by making regular contributions.
The funds available are:
| North American Unit Trust |
| North American |
The Fund aims to achieve long-term capital growth by investing in North American equities. The fund has a very pronounced value bias.
|
|
|
|
fund factsheet
|
|
| Pacific Markets Unit Trust |
| Far East |
The Fund aims to achieve capital growth through investment in Pacific markets excluding Japan. Investments are primarily in major markets such as Hong Kong, Singapore, Australia and Malaysia. The Fund also invests in other markets such as Thailand, South Korea, the Philippines, and Taiwan.
|
|
|
|
|
fund factsheet
|
|
| Prudential European fund |
| not available |
|
|
|
|
|
|
| Prudential International fund |
|
|
|
|
|
|
|
| UK Growth Unit Trust |
| UK Equity Growth |
The Fund aims to achieve capital growth over the longer term from a range of UK equity investments. The Fund is broadly based and well balanced with a significant proportion invested in the shares of ‘blue-chip’ companies.
|
|
|
|
|
fund factsheet
|
|
General fund facts
Minimum investment
| Fund |
Minimum Lumpsum |
Minimum Top-Up |
Minimum Debit Order |
| M & G High Interest Fund - Currently unavailable |
|
|
|
| M&G Global Basics Fund |
|
|
|
| M&G Global Leaders Fund |
0 |
0 |
0 |
| M&G International Sovereign Bond |
|
|
|
| M&G Recovery Fund |
|
|
|
| North American Unit Trust |
5 000 |
0 |
500 |
| Pacific Markets Unit Trust |
5 000 |
0 |
500 |
| Prudential European fund |
|
|
|
| Prudential International fund |
|
|
|
| Prudential Japanese fund |
|
|
|
| UK Growth Unit Trust |
5 000 |
0 |
500 |
|
Prudential Portfolio Managers |
|
|
